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Create mortgage-qualified referral records for sales team follow-up

Create mortgage-qualified referral records for sales team follow-up

Your mortgage questionnaire responses arrive unstructured, so referral leads miss context and are slow to assign. Create qualified referral records ready for team assignment same day.

Create mortgage-qualified referral records for sales team follow-up

Overview

Unstructured questionnaire referrals waste your team's time and slow outreach. This flow captures only mortgage-interested applicants, enriches each submission with branch identifiers and timestamps, and creates ready-to-action referral records for same-day follow-up.

Create mortgage-qualified referral records for sales team follow-up